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Portfolio (Quarterly) Guide ↗

ORBA Wealth Advisors, L.L.C.

· CIK 0002010248
13F Portfolio $117M AUM 85 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 27 Added 30 Reduced 6 Exited
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVIV AMERICAN CENTY ETF TR 21,897.0 $1.7M 1.45% +2K +7.4% $77.42 +7.1%
22 SBUX STARBUCKS CORP Consumer Cyclical 16,082.0 $1.6M 1.41% +12K +300.9% $102.19 +5.4%
23 MSFT MICROSOFT CORP Technology 4,258.0 $1.6M 1.36% +3K +147.1% $373.06 +35.1%
24 TCAF T ROWE PRICE EXCHANGE-TRADED 37,604.0 $1.5M 1.32% +17K +81.0% $41.10 +4.1%
25 IEUR ISHARES TR 20,375.0 $1.5M 1.31% +10K +102.9% $75.17 +3.5%
26 VOO VANGUARD INDEX FDS 2,037.0 $1.4M 1.20% +415.0 +25.6% $686.96 +2.9%
27 JEPQ J P MORGAN EXCHANGE TRADED F 22,614.0 $1.4M 1.19% +2K +10.7% $61.46 -2.1%
28 SPMD SPDR SERIES TRUST 20,565.0 $1.4M 1.19% -6K -23.2% $67.56 -1.0%
29 VTI VANGUARD INDEX FDS 3,653.0 $1.4M 1.16% -3K -43.6% $370.07 +2.5%
30 PYLD PIMCO ETF TR 49,966.0 $1.3M 1.13% -4K -8.0% $26.52 -1.0%
31 UNH UNITEDHEALTH GROUP INC Healthcare 2,604.0 $1.1M 0.93% -489.0 -15.8% $415.71 -4.8%
32 CGDV CAPITAL GROUP DIVIDEND VALUE 21,650.0 $1.1M 0.91% $49.28 +2.3%
33 QQQM INVESCO EXCH TRADED FD TR II 3,310.0 $1.0M 0.86% NEW $302.95 -2.4%
34 IPAC ISHARES TR 12,129.0 $994K 0.85% +5K +61.8% $81.93 +4.0%
35 OMFL INVESCO EXCH TRD SLF IDX FD 14,013.0 $960K 0.82% -2K -10.2% $68.54 +3.4%
36 RWO SPDR INDEX SHS FDS 19,203.0 $955K 0.82% +4K +26.3% $49.71 +1.2%
37 EVSM MORGAN STANLEY ETF TRUST 18,223.0 $917K 0.78% +8K +84.1% $50.31 -0.2%
38 VUG VANGUARD INDEX FDS 10,218.0 $880K 0.75% NEW $86.14 +2.8%
39 NTSX WISDOMTREE TR 13,923.0 $822K 0.70% -3K -19.4% $59.05 +2.0%
40 AMZN AMAZON COM INC Consumer Cyclical 3,225.0 $769K 0.66% NEW $238.34 +8.0%
Page 2 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.1%
Financial Services 26.0%
Consumer Cyclical 6.4%
Healthcare 3.5%
Utilities 2.7%
Industrials 2.0%
Communication Services 1.3%
Consumer Defensive 1.0%